Aaron Sexton
Aaron Sexton is a registered investment advisor at Osaic Institutions, INC., based in Pulaski, VA, with 23 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 16,312 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum advisory fee is generally 2.50% and is negotiable between the advisor and client.
Fee Estimator
Location
900 Memorial Drive, Pulaski, VA, 24301
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Aaron is a school board member for Galax City Public Schools and a board member representative for Southwest Virginia Governor's School. He is also an employee of National Bankshares, INC DBA NBB Wealth Management, providing financial advice, sales of investment, and insurance-related products/services, dedicating about a quarter of his time.
Employment History
Current Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Bi Investments, LLCBroker
Wachovia Securities, LLCBroker
Farmers Financial Solutions, LLCBroker
AXA Advisors, LLCBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.